About us


On paper, we’re a wealth management firm. In reality, we’re equal parts creative lab, brain trust, and outspoken critics of the financial industry.

Meet our private wealth management team

What we really
are is…


A team of razor-sharp, innovative, collaborative, and creative thinkers with seasoned financial expertise, a renegade spirit, and zero commitment issues.

What we
do is…


Provide opportunities for people to use what they have to get where they most want to go—and tap not just their potential for wealth, but their potential for living.

 

How we
do it …


For our clients, we do it in the form of thoughtful, considered, bespoke Private Wealth Design. For our team, we do it by providing opportunities for education, growth, and collaboration, so that they can become not just skilled advisors, but keener thinkers, creative problem solvers, and better humans.

Please Note: The scope of any financial planning and consulting services to be provided depends upon the terms of the engagement, and the specific requests and needs of the client. Monument does not serve as an attorney, accountant, or insurance agent. Monument does not prepare legal documents or tax returns, nor does it sell insurance products.

Your Team at Monument

We believe in the name Monument because it signifies that what you build has value and is worth maintaining—and protecting. Together, we can build something that lasts. This is, in fact, both why our clients come to—and stay with—us for the long haul. Because anything worth building is worth doing not just well, but thoughtfully, sustainably, and in a way that matters to you.

Monument Mascots


If you want to meet the dogs when you come in for a visit, let us know in advance so we can make sure they’re here! (Well…some of them at least!)

Charlie

Director of Security

Lyla

Director of Tennis Balls

Tyson

Director of Naps

Rory

Director of Mischief

Ralph

Director of Barking

Crosby

Director of Energy

Kevin

Director of Smiles

Blizzy

Director of Swimming

Learn about our open positions and year-round Internship Program!